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iShares MSCI EAFE Growth ETF

913 hedge funds and large institutions have $14.3B invested in iShares MSCI EAFE Growth ETF in 2024 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 301 increasing their positions, 364 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 35

5% more funds holding

Funds holding: 871913 (+42)

4% more capital invested

Capital invested by funds: $13.8B → $14.3B (+$506M)

1.06% less ownership

Funds ownership: 94.78%93.72% (-1.1%)

2% less funds holding in top 10

Funds holding in top 10: 8179 (-2)

17% less repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 364

Holders
913
Holders Change
+42
Holders Change %
+4.82%
% of All Funds
13.11%
Holding in Top 10
79
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.47%
% of All Funds
1.13%
New
88
Increased
301
Reduced
364
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
551
Advisory Alpha
Michigan
$679K -$13.5K -130 -2%
SWP
552
Semus Wealth Partners
Florida
$663K +$101K +971 +19%
SIS
553
Sound Income Strategies
Florida
$659K +$30.5K +294 +5%
IAN
554
Integrated Advisors Network
Texas
$650K +$156K +1,505 +33%
RF
555
RHS Financial
California
$649K +$625K +6,028 New
CIA
556
Choate Investment Advisors
Massachusetts
$649K
MBT
557
Montecito Bank & Trust
California
$646K +$50.9K +491 +9%
Betterment LLC
558
Betterment LLC
New York
$641K +$6.33K +61 +1%
NWAG
559
Net Worth Advisory Group
Utah
$634K +$611K +5,890 New
MCA
560
MSH Capital Advisors
Arizona
$633K +$186K +1,791 +44%
OSAM
561
O'Shaughnessy Asset Management
Connecticut
$631K -$55.9K -539 -8%
LFA
562
LGT Financial Advisors
Texas
$629K -$15.1K -146 -2%
MFG
563
MidWestOne Financial Group
Iowa
$629K +$29.7K +286 +5%
HCA
564
Harbour Capital Advisors
Virginia
$626K
ABC
565
Associated Banc-Corp
Wisconsin
$619K +$49.4K +476 +9%
LWA
566
Lantern Wealth Advisors
New York
$605K +$300K +2,887 +106%
9WM
567
9258 Wealth Management
Ohio
$593K -$830 -8 -0.1%
VWWMG
568
Vermillion & White Wealth Management Group
Pennsylvania
$593K -$830 -8 -0.1%
SG
569
StoneX Group
New York
$593K -$16.8K -162 -3%
WTB
570
Washington Trust Bank
Washington
$593K -$519 -5 -0.1%
MPWT
571
MassMutual Private Wealth & Trust
Connecticut
$592K -$521K -5,024 -48%
MFG
572
Magnus Financial Group
New York
$590K +$29.9K +288 +6%
SIA
573
SGL Investment Advisors
Montana
$587K +$616K +5,935 New
PCA
574
Pallas Capital Advisors
Massachusetts
$585K -$438K -4,219 -43%
SSWM
575
Sheets Smith Wealth Management
North Carolina
$584K -$1.25K -12 -0.2%

EFG Hedge Fund Activity: Q3 2024 in Review

913 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Growth ETF (EFG) for Q3 2024, worth a combined $14.3B — up 3.7% from $13.8B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new EFG positions and 35 closed out — a net gain of 53 holders — while 301 added to existing stakes and 364 trimmed.

The largest buyer was Jane Street, adding an estimated $86.2M. The largest seller was Envestnet Asset Management, cutting an estimated $149M.

  • 913 institutional investors held iShares MSCI EAFE Growth ETF (EFG) as of Q3 2024, up from 871 in Q2 2024.
  • Funds reported $14.3B of iShares MSCI EAFE Growth ETF stock for Q3 2024, up 3.7% quarter-over-quarter.
  • 88 funds opened new iShares MSCI EAFE Growth ETF positions in Q3 2024 and 35 closed out, a net change of +53 holders.
  • The largest iShares MSCI EAFE Growth ETF buyer in Q3 2024 was Jane Street, an estimated $86.2M added.
  • The largest iShares MSCI EAFE Growth ETF seller in Q3 2024 was Envestnet Asset Management, an estimated $149M sold.

Based on aggregated 13F filings for Q3 2024.